Never miss a critical date across your portfolio, with zero manual effort
The challenge
Identifying all critical dates across a lease portfolio (rent reviews, break options, expiries, renewal periods, and related notice deadlines) requires reviewing each lease and any supplemental deeds or variations individually. Without a structured approach, time-sensitive obligations remain buried in notice mechanics and conditions until a deadline is already imminent.
The solution
Ask iManage extracts all material dates across your portfolio documents, categorizes them by type, highlights where notice periods make action imminent, and flags gaps where records are incomplete or ambiguous, producing a complete critical dates register that can be exported as an action tracker or reporting schedule.
Open your Matter, select leases along with any supplemental deeds, variations, or notices that may affect timing rights, then Start a review.
Run a prompt to extract all potentially material dates, not just expiry dates.
Asking for all material dates and not just expiry dates helps build a complete picture before narrowing to action items.
Copy this prompt
Extract all stated dates across these documents including expiry dates, break dates, rent review dates, renewal or option dates, and any related notice deadlines across this portfolio.
Use a follow-up prompt to focus on how the identified dates actually operate in practice.
Copy this prompt
Identify provisions where timing depends on notice periods, conditions, or trigger events, and explain how those provisions affect when action may be required.
Export and act.
Ask iManage export allows for direct use in a critical dates register, internal action tracker, or reporting schedule.
More to explore
Lease Portfolio Review
Use Case
Lease Portfolio Compliance and Regulatory Risk Mapping
Use Case
Commercial Lease Agreements
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